Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$2.03M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.69M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.57M

Top Sells

1
+$4.37M
2
+$2.92M
3
+$1.76M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.42M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.26M

Sector Composition

1 Technology 6.17%
2 Financials 3.87%
3 Industrials 3.71%
4 Healthcare 3.55%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$301K 0.04%
5,413
+436
377
$292K 0.04%
6,161
-180
378
$291K 0.04%
7,133
-114
379
$289K 0.04%
4,547
-506
380
$287K 0.04%
998
-149
381
$286K 0.04%
3,428
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382
$286K 0.04%
12,277
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383
$282K 0.04%
1,479
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384
$279K 0.04%
+1,846
385
$274K 0.04%
7,075
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386
$273K 0.04%
11,102
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387
$273K 0.04%
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388
$273K 0.04%
7,068
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389
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1,715
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390
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5,200
391
$270K 0.04%
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392
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393
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27,637
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394
$264K 0.04%
23,922
395
$263K 0.04%
1,560
-1,646
396
$262K 0.04%
5,229
397
$260K 0.04%
4,949
+269
398
$259K 0.04%
3,114
-149
399
$258K 0.04%
5,309
+109
400
$257K 0.04%
19,094
14 15
16
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